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Author(s): Oliver A. Dicks, Solveig S. Aamlid, Alannah M. Hallas, Joerg Rottler
既往凭借性价比制胜的“千元机”将难以为继，接下来，市场分化将日趋加剧：头部厂商凭借规模、现金储备和更强的定价权艰难抵御寒风；而讲求性价比的中低端市场则成为重灾区。AI的算力饥渴重构了全球半导体供应链的优先级，消费电子行业将加速洗牌和集中。